Profile
“My age is actually a strength. I assure clients that I’ll be there for decades to come, guiding them through each stage of their financial journey”
Michael Lee,
Farther
Cody Phelps is the Field Vice President and Enterprise Leader at Jordan Creek Financial Solutions, an independent financial firm based in Des Moines, Iowa.
With more than 15 years of experience in the financial services industry, Phelps has dedicated his career to one mission: serving as an advisor to advisors. He is passionate about creating an environment where financial professionals feel supported, equipped, and inspired to grow their practices and serve clients with confidence. His career path – from early roles in client service and as a financial advisor himself, to leadership positions in trading, relationship management, and business development – has given him a broad perspective on the needs of both advisors and firms. Since 2011, when he joined Jordan Creek and its predecessor firm, Phelps has helped shape a culture of mentorship, innovation, and collaboration. Today, Jordan Creek is recognized for its strong advisor support model, including in-house planning and investment resources, forward-looking recruitment efforts, and a commitment to long-term succession planning.
Phelps’s leadership emphasizes collective success, ensuring that growth at the firm is measured not only in business achievements, but also in the lasting impact made in the lives of advisors and the clients they serve.
1225 Jordan Creek Parkway, West Des Moines, IA, 50266
515 727 6717
cody.phelps@jordancreekfs.com
linkedin.com/in/cody-phelps-10b923109
jordancreekfs.com/our-firm
Cody Phelps
Field Vice President
Jordan Creek Financial Solutions
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Bio
Milestones
Profile
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Bio
Milestones
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Bio
Milestones
“Watching others succeed and knowing I played a role in their growth has been a bigger achievement for me than any personal milestone”
Michael Lee,
Farther
2010
2011
2017
2018
2019
Financial advisor, Edward Jones
2010
Joined Broker Dealer Financial Solutions (predecessor to Jordan Creek Financial Solutions)
2011
Named vice president of business development at Broker Dealer Financial Solutions
2017
Founded Jordan Creek Financial Solutions, transitioning from his prior role as broker-dealer
2018
Named enterprise leader and field vice president at Jordan Creek Financial Solutions
2019
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
With a focus on retirement planning, Lee is able to offer long-term planning solutions to clients nearing retirement.
“My age is actually a strength. Many advisors in the industry are close to retirement themselves, which can make clients nervous about starting a long-term relationship,” he notes.
“I assure clients that I’ll be there for decades to come, guiding them through each stage of their financial journey.”
To succeed in the leadership role he has undertaken at Farther, Lee was forced to learn management skills on the job, while remaining open to feedback from trusted peers around him.
Now with the chance to work as a mentor himself, he cherishes watching young advisors succeed. Leading Farther’s advisor boot camp, Lee highlights the accomplishments of two trainees who have gone on to be the top two producers at the firm.
“Watching others succeed and knowing I played a role in their growth has been a bigger achievement for me than any personal milestone,” he says.
The values learned in his first-generation immigrant household have deeply shaped Lee’s career. He often translated official documents for his family, a critical task that left no room for mistakes. Now, Lee approaches his clients with the same dedication and care.
“I approach every client and colleague with the care I would show my own family, and I think that genuine concern for their success has helped build trust and my reputation.”